Edgestream Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Edgestream Partners’s Portfolio SRLN Stock Details SRLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.93M	Sell	48,098 -40,055	-45%	-$1.63M	0.06%	498
2025 Q4	$3.64M	Sell	88,153 -3,313	-4%	-$137K	0.1%	353
2025 Q3	$3.8M	Buy	91,466 +62,474	+215%	+$2.59M	0.11%	351
2025 Q2	$1.21M	Buy	+28,992	New	+$1.19M	0.03%	613
2025 Q1	–	Sell	-111,811	Closed	-$4.67M	–	1054
2024 Q4	$4.67M	Buy	111,811 +25,546	+30%	+$1.07M	0.2%	173
2024 Q3	$3.6M	Buy	86,265 +9,903	+13%	+$412K	0.16%	214
2024 Q2	$3.19M	Buy	+76,362	New	+$3.2M	0.15%	224

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Edgestream Partners's SRLN Position: Q1 2026 in Review

Edgestream Partners reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 45% in Q1 2026, selling an estimated $1.63M and leaving 48,098 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #498.

Edgestream Partners first reported a position in SRLN in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.67M in Q4 2024. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Edgestream Partners held 48,098 shares of State Street Blackstone Senior Loan ETF worth $1.93M as of Q1 2026.
Edgestream Partners sold 40,055 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $1.63M.
State Street Blackstone Senior Loan ETF made up 0.06% of Edgestream Partners's portfolio in Q1 2026, its #498 holding.
Edgestream Partners first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 7 quarters since.
Edgestream Partners's State Street Blackstone Senior Loan ETF position peaked at $4.67M in Q4 2024.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.